KW
EQIN

KWB Wealth’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

KWB Wealth’s Portfolio EQIN Stock Details EQIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-48,010
Closed -$2.13M – 168
2025
Q1 		$2.13M Buy
48,010
+38,166
+388% +$1.74M 0.26% 54
2024
Q4 		$466K Buy
+9,844
New +$462K 0.06% 91

Other funds holding EQIN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return

KWB Wealth's EQIN Position: Q2 2025 in Review

KWB Wealth sold out of Columbia U.S. Equity Income ETF (EQIN) in Q2 2025, closing a stake of 48,010 shares — an estimated $2.13M sold.

KWB Wealth first reported a position in EQIN in Q4 2024 and held it in 2 quarters. The position peaked at $2.13M in Q1 2025. 39 funds tracked by Wall St. Rank hold EQIN as of Q2 2025.

  • KWB Wealth reported no remaining Columbia U.S. Equity Income ETF position as of Q2 2025 after selling out during the quarter.
  • KWB Wealth sold 48,010 Columbia U.S. Equity Income ETF shares in Q2 2025, an estimated $2.13M.
  • KWB Wealth first reported a position in Columbia U.S. Equity Income ETF in Q4 2024 and held it in 2 quarters.
  • KWB Wealth's Columbia U.S. Equity Income ETF position peaked at $2.13M in Q1 2025.
  • 39 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q2 2025.

Based on KWB Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.